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Open CRM Integrations from the sidebar.

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Connect A CRM

1

Open CRM Integrations

Under Administration, select CRM Integrations.
2

Choose Connections

Select Connections.
3

Connect the provider

Choose Connect for Salesforce or HubSpot, then complete the provider authorization.
4

Enable synchronization

After the connection is ready, select Enable Two-Way Sync if you want Revont and the CRM to keep changes synchronized.
When synchronization is enabled, use Sync Now for an immediate sync or Disable Sync to pause it. Disconnect removes the provider connection.

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Review CRM Mapping

Use the tabs in CRM Integrations to review each part of the connection:
  • Records lets you browse and select CRM records to sync.
  • Field Mapping connects CRM fields to Revont fields. Use Save Mappings after editing.
  • Owner Mapping connects CRM owners to Revont users.
  • Stage Mapping connects CRM pipeline stages to Revont stages.
  • Activity Log shows sync activity and conflicts.
CRM integration changes can affect synced records. Make changes only when you have the required administrator access.